When users are creating Quotes, there are 3 Quote Templates Available: Original, Basic and Modern.
It would be great if there is an additional settings where user would be able to set the default Quote Template for the portal. For example, setting it to be Modern. This way user would not have to manually change everytime a quote is created.
need to be able to amend the quote and also be able to set the default length of the quote. Its currents 90 days.
This is pretty important to us. It’s very strange to allow individual sales reps to choose different quote templates. This should absolutely be a standard setting to ensure the company’s brand is represented consistently on quotes.
Upvoting on behalf of a customer! As sms_ispark mentioned, it’ll be useful to set a default for branding purposes among multiple users on the team
I agree with all the comments here
I also agree with @JMartin93
It means less clicking to get to a completed quote when I don’t have to change the template.
Please add an option to choose which template is the default one.
This would be fantastic! One less click, one less thing to think about.
Agree, also being able to have a default name for the tax element too. Thanks
Agreed, would like to be able to choose which is the default. I’m surprised this isn’t standard out-of-the-box functionality.
Resurfacing this, this is imperative for my clients who run a number of different branches for their business with very different invoice needs and terms. Seems like it should be very easy for HubSpot to implement and intuitive to its users.